Adding customers differs depending on the customer level.
- See Customer management in Management Console for details on the types of customer
- See Manage Customers for how to edit or delete existing customers
Add a Distributor, Sub-Distributor or Reseller
To add a new Distributor, Sub-Distributor or Reseller to the system, do the following:
- Login to the Management Console
- Navigate to the Management section of the vertical menu and click Customers
- From Backup > Dashboard, select the customer dropdown at the top of the page
- Click Add customer
- Fill out the details for the customer:
- Name - The name of the customer as you want it to show on the dashboard
- Parent customer - Using the dropdown, select the customer this new one should belong to
- Customer Level - Using the dropdown, select the level of customer
- Service type for customer - Use the dropdown to select either All-Inclusive or Software-Only.
- Service type to provide - Use the checkboxes to select which services the new customer will be able to provide to their customers, with a choice of All-Inclusive and Software-Only.
- Device country - Use the dropdown to select the country the devices will be located
- Data storage location - If you have selected a country where we host storage, this will be automatically selected in the Data Storage Location dropdown and you will be unable to change it. However, if you have selected a country where we do not have storage, use the dropdown to select your preferred storage location
- The following data center locations are available, and are subject to change without notice:
Australia Belgium Brazil Canada Denmark France Germany Italy Netherlands Norway Portugal South Africa Spain Sweden Switzerland United Kingdom United States
- The following data center locations are available, and are subject to change without notice:
- Click Save
Or
You must assign the country at the time of customer creation. Changing the country for existing customers has no influence on the storage location.
Once the storage location has been selected, you will not be able to change this yourself and must contact support if you wish to change this.
Adding End-Customer or Site
To add a new End-Customer to the system, they must be added as a child to a Reseller or to add Site to the system, they must be added as a child to an End-Customer.
- In the Management section of Management Console's vertical menu, click Customers to open the customer Management window or from Backup > Dashboard, select the customer dropdown at the top of the page
- Ensure you are in the Reseller or End-Customer you wish the End-Customer or Site should be in
- Click Add customer
- Add the details for the:
- End-Customer:
- Name - Provide an easily identifiable name for the End-Customer
- Parent customer - Using the dropdown, select the Reseller the End-Customer should belong to
- Customer Level - This will automatically be set to End customer and cannot be changed
- Service type for customer - Use the dropdown to select either All-Inclusive or Software-Only.
- Device Country - Using the dropdown, select the country the Site is based in
- Data storage location - If you have selected a country where we host storage, this will be automatically selected in the Data Storage Location dropdown and you will be unable to change it. However, if you have selected a country where we do not have storage, use the dropdown to select your preferred storage location
- The following data center locations are available, and are subject to change without notice:
Australia Belgium Brazil Canada Denmark France Germany Italy Netherlands Norway Portugal South Africa Spain Sweden Switzerland United Kingdom United States
- The following data center locations are available, and are subject to change without notice:
- In trial - If selected, the customer will be added as a trial for 30 days and will not be invoiced during this period. The customer will automatically go into Production when the trial is over.
- Site:
- Name - Provide an easily identifiable name for the Site
- Parent customer - Using the dropdown, select the End-Customer the Site should belong to
- Customer Level - This will automatically be set to Site and cannot be changed
- Device Country - Using the dropdown, select the country the Site is based in
- Data storage location - If you have selected a country where we host storage, this will be automatically selected in the Data Storage Location dropdown and you will be unable to change it. However, if you have selected a country where we do not have storage, use the dropdown to select your preferred storage location
- The following data center locations are available, and are subject to change without notice:
Australia Belgium Brazil Canada Denmark France Germany Italy Netherlands Norway Portugal South Africa Spain Sweden Switzerland United Kingdom United States
- The following data center locations are available, and are subject to change without notice:
- End-Customer:
- Click Save
After customer is Added
Further steps you can take:
- Give the customer access to the Console. For this purpose you need to create user accounts for people (or teams) from the customer company. You can create all necessary accounts yourself or create one administrator account and let in-house administrators create the rest
- Give the customer access to the backup and recovery service. You need devices for this purpose. You may add these yourself or an administrator from the customer company can do this through Backup > Dashboard
To make sure the customer has the desired storage location assigned, add a test device for this customer and check the country in the Storage location column. If you do not see the column, you will need to add it to the view
Local data centers are not available for every country, so your selection could route your data to a different region. Consult your dedicated account manager for the current listing of regional data centers. New data center availability and the associated routing are subject to change without notice.